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Invesco S&P MidCap Momentum ETF
XMMO

123 hedge funds and large institutions have $462M invested in Invesco S&P MidCap Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

22% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 37

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

6% more funds holding

Funds holding: 116 → 123 (+7)

0% less capital invested

Capital invested by funds: $462M → $462M (-$68.9K)

5.65% less ownership

Funds ownership: 53.7% → 48.06% (-5.6%)

Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
2.16%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
21
Increased
45
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWAG
Spectrum Wealth Advisory Group
California
+$10.2M
2
JWM
Jackson Wealth Management
Florida
+$7.48M
3
CCP
Cardan Capital Partners
Colorado
+$4.4M
4
OMC
Old Mission Capital
Illinois
+$3.49M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.23M

Top Sellers

Rank Fund Capital Flow
1
MCC
Money Concepts Capital
Florida
-$14.5M
2
LPL Financial
LPL Financial
California
-$7.9M
3
Wells Fargo
Wells Fargo
California
-$7.61M
4
FFN
Focus Financial Network
Minnesota
-$6.5M
5
FHC
First Heartland Consultants
Missouri
-$6.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
51
Financial Advocates Investment Management
Washington
$827K +$156K +1,881 +24%
SWM
52
Spire Wealth Management
Virginia
$820K +$813K +9,789 New
TAIM
53
TD Ameritrade Investment Management
Nebraska
$815K – – –
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$800K -$278K -3,348 -26%
SWM
55
Sculati Wealth Management
Michigan
$731K +$43.5K +524 +6%
CAC
56
Certified Advisory Corp
Florida
$698K +$691K +8,324 New
MFG
57
Monumental Financial Group
Maryland
$672K +$666K +8,016 New
Brown Advisory
58
Brown Advisory
Maryland
$658K – – –
PFS
59
Prospera Financial Services
Texas
$634K +$629K +7,568 New
SPIA
60
Steward Partners Investment Advisory
New York
$625K +$216K +2,596 +53%
HighTower Advisors
61
HighTower Advisors
Illinois
$604K +$35.4K +426 +6%
AWA
62
Arkadios Wealth Advisors
Georgia
$591K +$332 +4 +0.1%
ACM
63
Armbruster Capital Management
New York
$583K – – –
EWM
64
EPG Wealth Management
Georgia
$565K +$249 +3 +0%
AFA
65
American Financial Advisors
Georgia
$553K – – –
IFG
66
Independent Financial Group
California
$489K +$3.24K +39 +0.7%
NFG
67
Next Financial Group
Texas
$476K -$10.4K -125 -2%
LFAS
68
Level Four Advisory Services
Texas
$470K +$48.8K +587 +12%
CP
69
Capital Planning
Washington
$465K +$5.4K +65 +1%
PS
70
Portfolio Strategies
New York
$441K – – –
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$429K -$726K -8,743 -63%
AIC
72
Ameritas Investment Company
Nebraska
$394K +$390K +4,700 New
AWM
73
Accel Wealth Management
Iowa
$380K +$160K +1,929 +74%
TRCT
74
Tower Research Capital (TRC)
New York
$372K +$369K +4,440 New
PA
75
PFG Advisors
Arizona
$348K +$36.8K +443 +12%
1 2
3
4 5

XMMO Hedge Fund Activity: Q1 2021 in Review

123 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q1 2021, worth a combined $462M — down 0.01% from $462M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new XMMO positions and 13 closed out — a net gain of 8 holders — while 45 added to existing stakes and 37 trimmed.

The largest buyer was Spectrum Wealth Advisory Group, adding an estimated $10.2M. The largest seller was Money Concepts Capital, cutting an estimated $14.5M.

  • 123 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q1 2021, up from 116 in Q4 2020.
  • Funds reported $462M of Invesco S&P MidCap Momentum ETF stock for Q1 2021, down 0.01% quarter-over-quarter.
  • 21 funds opened new Invesco S&P MidCap Momentum ETF positions in Q1 2021 and 13 closed out, a net change of +8 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q1 2021 was Spectrum Wealth Advisory Group, an estimated $10.2M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q1 2021 was Money Concepts Capital, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2021.